You're kinda underselling what exactly Nvidia is doing right now. If any Chinese company could compete with something like the DGX GH200, they would be building

You're kinda underselling what exactly Nvidia is doing right now. If any Chinese company could compete with something like the DGX GH200, they would be building GPUs for the PRC, not exporting them. There's also the problem of industry hostility, anyways. Even if Nvidia was dethroned in the hardware-space, it's unlikely their successor would improve the lock-in situation. It will take an intersectional effort to change things.